Wealth Management Advisor

Job Description

NewEdge Wealth is a specialized wealth management business focused on delivering best-in-class resources and solutions to high-net-worth individuals. The firm is dedicated to meeting the evolving needs of sophisticated investors through personalized strategies and a high-touch advisory model. NewEdge Wealth operates as a division of NewEdge Capital Group, LLC, with investment advisory services provided by NewEdge Wealth, LLC, a registered investment adviser. Securities are offered through NewEdge Securities, LLC, a member of FINRA/SIPC, ensuring a regulated and professional environment for both clients and team members. Joining NewEdge Wealth offers the opportunity to work with complex financial situations and contribute to a collaborative, client-centric culture.

Role Description The Wealth Management Advisor is a full-time, on-site role based in Franklin, TN. This position is responsible for providing tailored wealth management advice to high-net-worth individuals, actively pursueing new clients, including developing and implementing comprehensive financial and investment strategies. Day-to-day responsibilities include attracting new clients, client discovery and review meetings, preparing and presenting financial and retirement plans, managing investment portfolios, and coordinating wealth management services across tax, estate, and risk management needs. The Advisor will collaborate with internal teams to deliver integrated solutions, monitor market and regulatory developments, and proactively communicate with clients to ensure their objectives and risk profiles are consistently addressed. The role also involves maintaining accurate documentation, adhering to regulatory standards, and supporting business development through referrals and relationship expansion.

Qualifications

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• Demonstrated expertise in Financial Planning and Retirement Planning, with the ability to design and explain comprehensive plans tailored to complex client situations.
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• Strong knowledge of Investments and Finance, including portfolio construction, asset allocation, risk management, and performance monitoring.
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• Experience delivering Wealth Management Services to with a focus on holistic, long-term strategies.
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• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree is a plus.
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• Excellent analytical, communication, and interpersonal skills, with the ability to build trust and long-term client relationships.
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• Proficiency with financial planning tools, CRM systems, and portfolio management platforms.
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• Commitment to ethical conduct, regulatory compliance, and collaborative work within a team-based environment.
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